Thought Leadership

Informed articles from the go-to people in the oil and gas industry

Making the case for upstream investment in 2022

Report

Many doubts arise when considering investment into Upstream in 2022; will there be expanded restrictions on funds and financiers, or will there be a repeat of the demand slump in early 2021, or will OPEC+ utilize their reserves to shift the price point to one that suits their objectives best. Such uncertainties will often worry the generalist investor but for the energy specialist with experience of the oil and gas cycles, the near future looks far more enticing.

Global Methane Pledge – A collaboration against climate change

Report

The Global Methane Pledge seeks to acknowledge the agreements that have preceded it and to build greater action upon those collaborations. Led by the US and the EU, together with 17 major economies, the Pledge was launched at COP26 to “catalyze global action and strengthen support for existing international methane emission reduction initiatives to advance technical and policy work that will serve to underpin Participants’ domestic actions.”

The Outlook for Accessing Capital in the Oil & Gas Sector

Report

At the World Energy Capital Assembly on 29 November 2021, a panel of experts provided their insights on the ability of companies in the oil and gas sector to access and maintain capital in the current economic and political climate. This article builds on that panel discussion and considers how (E&P) companies are balancing their corporate image with the need to remain profitable and deliver investor returns.

A cold or costly winter? Uneasy uncertainty for European gas consumers

Report

As winter’s cold touch spreads across Europe, there is an uneasiness about how the frigid temperatures will be weathered as gas prices creep ever higher. The source of uncertainty for Europe’s gas consumers is broad; the traditional push and pull of Russian-EU energy geopolitics is alive and well, Covid demand and supply contractions have created imbalances throughout the value chain, while the global production levels of oil and gas remain constrained by OPEC+ and the surging market prices.

Asian LNG – A bountiful era for natural gas producers

Article, Report

The global energy crunch has reintroduced vigour into the oil and gas markets, especially in Asia Pacific where the soaring demand for LNG as a replacement for oil and coal has led to a high-cost environment that doesn’t appear to be slowing.

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Fundraising in the Minerals & Royalties Space: What you might need to know

Article

Fundraising in any shape, capacity or form can be a tedious and stressful process for companies of any size or make up. The Minerals and Royalties industry is no exception to this phenomenon. Before understanding this process one should get rid of the ‘Go Fund Me account’ thought process as that is not the case in this industry. A vast mixture of expertise and experience will always come into play.

Renewables Series: Brennan Potts, CEO, Accelerate Real Asset Management

Podcast

Brennan Potts, CEO, Accelerate Real Asset Management joins the Royalties & Minerals Council – Renewables Series to tell us about his team’s launch of Activate Renewables which received a $500mm commitment to buy rents & royalties interests in wind, solar, and energy storage projects across the US. Listen here.

Podcast: Charlie Schufeldt, CEO, Elk Range Royalties

Podcast

Charlie Schufeldt, CEO of Elk Range Royalties, came onto the podcast to discuss a recent transaction they made in the Permian, which consisted of 2,000+ NRAs in the core of the Midland & Delaware Basins.. Listen here.

From NOC to NEC – A changing of the guard?

Article

It may seem as if the NOCs time as pure O&G players may be limited, but they are certainly not leaving the game. Oil and gas will remain central to energy security throughout the developing world and across much of the developed world, in industrial settings at the very least. What can be said with some certainty, is that a diverse energy mix that includes significant renewable generation is crucial to the mandate of NOCs to supply affordable and consistent energy to their population.

Podcast: David Garofalo, Chairman & CEO, Gold Royalty Corp.

Podcast

David Garofalo, Chairman & CEO, Gold Royalty Corp., came onto the podcast to walk us through his background in the precious metals space and some of the trends he has seen with precious metals royalty companies over the last few decades. Listen here.

ERCE Global Upstream M&A Tracker Q2 2021

Report

ERCE’s Global Upstream M&A Tracker is a quarterly product that provides an easy and detailed summary and analysis of global upstream M&A deals, both asset- and corporate-level. In this edition we cover upstream M&A activity over the last quarter of 2020 and summarise M&A trends for 2021.